ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,078,208 | -2.3% | 15,758 | +0.7% | 0.90% | +16.2% |
| Q2 2023 | $1,103,271 | +9.2% | 15,653 | -1.0% | 0.78% | +13.9% |
| Q1 2023 | $1,010,208 | +18.8% | 15,811 | +8.8% | 0.68% | -24.1% |
| Q4 2022 | $850,000 | +2.0% | 14,527 | +0.9% | 0.90% | +30.9% |
| Q3 2022 | $833,000 | -12.8% | 14,391 | -9.0% | 0.69% | -18.0% |
| Q2 2022 | $955,000 | -35.2% | 15,819 | -18.0% | 0.84% | -2.1% |
| Q1 2022 | $1,474,000 | -11.3% | 19,296 | -2.8% | 0.86% | -8.4% |
| Q4 2021 | $1,661,000 | +8.8% | 19,852 | -3.9% | 0.93% | -13.8% |
| Q3 2021 | $1,527,000 | -14.1% | 20,667 | -15.5% | 1.08% | -23.2% |
| Q2 2021 | $1,778,000 | +35.3% | 24,458 | +21.2% | 1.41% | -18.4% |
| Q1 2021 | $1,314,000 | +2.4% | 20,179 | +0.4% | 1.73% | +25.8% |
| Q4 2020 | $1,283,000 | +9.4% | 20,107 | +296.1% | 1.38% | +4.6% |
| Q3 2020 | $1,173,000 | +18.1% | 5,076 | +6.0% | 1.32% | +8.9% |
| Q2 2020 | $993,000 | +25.2% | 4,788 | -0.4% | 1.21% | +16.3% |
| Q1 2020 | $793,000 | -7.7% | 4,806 | +8.4% | 1.04% | +17.7% |
| Q4 2019 | $859,000 | +5.1% | 4,435 | -2.2% | 0.88% | -3.2% |
| Q3 2019 | $817,000 | +2.3% | 4,536 | +1.7% | 0.91% | +8.7% |
| Q2 2019 | $799,000 | +5.5% | 4,458 | +1.5% | 0.84% | +11.0% |
| Q1 2019 | $757,000 | +11.7% | 4,393 | -2.4% | 0.76% | -13.8% |
| Q4 2018 | $678,000 | -16.2% | 4,501 | -1.4% | 0.88% | +5.5% |
| Q3 2018 | $809,000 | +2.9% | 4,565 | -5.6% | 0.83% | -11.8% |
| Q2 2018 | $786,000 | +14.1% | 4,835 | +8.8% | 0.94% | +7.4% |
| Q1 2018 | $689,000 | -11.0% | 4,444 | -12.3% | 0.88% | -9.7% |
| Q4 2017 | $774,000 | -2.6% | 5,066 | -8.6% | 0.97% | -4.9% |
| Q3 2017 | $795,000 | +6.9% | 5,540 | +1.9% | 1.02% | +8.8% |
| Q2 2017 | $744,000 | +10.7% | 5,437 | +6.3% | 0.94% | +9.2% |
| Q1 2017 | $672,000 | +6.3% | 5,113 | -1.4% | 0.86% | +13.0% |
| Q4 2016 | $632,000 | +1.9% | 5,187 | +1.8% | 0.76% | -15.3% |
| Q3 2016 | $620,000 | -1.1% | 5,097 | -5.3% | 0.90% | 0.0% |
| Q2 2016 | $627,000 | +57.1% | 5,381 | +56.1% | 0.90% | +48.5% |
| Q1 2016 | $399,000 | +129.3% | 3,447 | +129.6% | 0.60% | +119.6% |
| Q4 2015 | $174,000 | +4.2% | 1,501 | -2.9% | 0.28% | 0.0% |
| Q3 2015 | $167,000 | – | 1,546 | – | 0.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |